Keystone Wealth Services, LLC Incresed Positions in Q2 2025

Keystone Wealth Services, LLC

  • $379 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SHOP
Shopify Inc.

Technology
40
+ 0.73%
$76.89 - $115.35 $3.08K - $4.61K
5.54K $638K
AXP
American Express CO

Financial Services
5
+ 0.24%
$231.39 - $318.98 $1.16K - $1.59K
2.08K $664K
EFA
Ishares Tr Msci Eafe ETF

ETFs
138
+ 1.17%
$72.96 - $90.39 $10.1K - $12.5K
12K $1.07M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
5K
+ 43.48%
$19.58 - $19.93 $97.9K - $99.7K
16.5K $328K
ITOT
Ishares Core S&P Total U.S. St

ETFs
2
+ 0.03%
$108.12 - $135.04 $216 - $270
7.33K $989K
CAT
Caterpillar Inc

Industrials
6
+ 0.38%
$273.94 - $388.21 $1.64K - $2.33K
1.58K $613K
FNDF
Schwab Fundamental Intl Large

ETFs
209
+ 0.9%
$32.25 - $40.02 $6.74K - $8.36K
23.4K $934K
MGM
Mgm Resorts International

Consumer Cyclical
1.62K
+ 22.21%
$25.79 - $34.95 $41.7K - $56.5K
8.89K $305K
SCHX
Schwab Strategic Tr Us Large C

ETFs
44
+ 0.13%
$19.6 - $24.44 $862 - $1.08K
34.9K $854K
GBIL
Goldman Sachs Access Treasury

ETFs
843
+ 18.2%
$99.83 - $100.19 $84.2K - $84.5K
5.48K $548K
ICVT
Ishares Tr Convertible Bond Et

ETFs
2
+ 0.02%
$78.98 - $90.1 $158 - $180
11.3K $1.02M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.31K
+ 22.25%
$24.32 - $27.87 $80.4K - $92.1K
18.2K $481K
WMT
Walmart Inc.

Consumer Defensive
33
+ 0.54%
$81.79 - $99.98 $2.7K - $3.3K
6.14K $599K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
1.2K
+ 18.91%
$33.11 - $37.79 $39.7K - $45.3K
7.55K $285K
HD
Home Depot, Inc.

Consumer Cyclical
153
+ 6.44%
$335.24 - $380.78 $51.3K - $58.3K
2.53K $927K
HEFA
Ishares Currency Hedged Msci E

ETFs
120
+ 0.39%
$32.11 - $38.21 $3.85K - $4.59K
30.6K $1.16M
MAR
Marriott International Inc

Consumer Cyclical
2
+ 0.13%
$211.12 - $274.14 $422 - $548
1.54K $421K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
141
+ 1.2%
$51.16 - $62.02 $7.21K - $8.74K
11.9K $736K
SU
Suncor Energy Inc

Energy
1.46K
+ 21.84%
$31.54 - $41.04 $46K - $59.9K
8.14K $304K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
908
+ 7.04%
$48.13 - $49.85 $43.7K - $45.3K
13.8K $676K
VLUE
Ishares Msci Usa Value Factor

ETFs
5
+ 0.09%
$93.5 - $113.21 $468 - $566
5.48K $620K
IWB
Ishares Tr Russell 1000 ETF

ETFs
1
+ 0.1%
$272.36 - $339.57 $272 - $340
1.05K $356K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
583
+ 0.81%
$48.5 - $49.35 $28.3K - $28.8K
72.3K $3.56M
EFV
Msci Eafe Value ETF

ETFs
5
+ 0.07%
$52.4 - $64.65 $262 - $323
6.69K $424K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
5
+ 0.04%
$22.92 - $28.05 $115 - $140
11.7K $327K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
74
+ 0.04%
$44.68 - $45.96 $3.31K - $3.4K
172K $7.85M
FTA
First Tr Large Cap Value

ETFs
1
+ 0.01%
$67.12 - $78.63 $67.1 - $78.6
10.5K $823K
IFRA
Ishares Tr

ETFs
2
+ 0.04%
$40.97 - $49.19 $81.9 - $98.4
4.87K $239K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9
+ 0.23%
$90.56 - $109.49 $815 - $985
3.95K $431K
MO
Altria Group, Inc.

Consumer Defensive
582
+ 4.64%
$55.56 - $60.91 $32.3K - $35.4K
13.1K $770K
CMI
Cummins Inc

Industrials
4
+ 0.43%
$267.12 - $336.65 $1.07K - $1.35K
927 $303K
QCOM
Qualcomm Inc

Technology
12
+ 0.57%
$124.66 - $159.48 $1.5K - $1.91K
2.12K $337K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
6
+ 0.02%
$43.65 - $45.44 $262 - $273
25.3K $1.15M
DVY
Ishares Tr

ETFs
67
+ 1.44%
$118.37 - $134.86 $7.93K - $9.04K
4.72K $626K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
88
+ 0.69%
$24.94 - $25.42 $2.19K - $2.24K
12.8K $325K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
3
+ 0.0%
$42.72 - $44.24 $128 - $133
82.3K $3.61M
HFRO
Highland Income Fund\Ma

Financial Services
447
+ 2.27%
$4.47 - $5.28 $2K - $2.36K
20.1K $104K
A
Agilent Technologies, Inc.

Healthcare
5
+ 0.26%
$99.29 - $120.52 $496 - $603
1.93K $227K
FVD
First Tr Value Line Divid Inde

ETFs
1
+ 0.01%
$40.62 - $45.12 $40.6 - $45.1
11.7K $523K
First Tr Exchng Traded Fd Vi
19.1K
+ 195.57%
N/A
28.9K $0
First Tr Exchng Traded Fd Vi
59
+ 0.85%
N/A
7.04K $0
Vanguard Malvern Fds
1.54K
+ 43.42%
N/A
5.09K $0
Innovator Etfs Trust
17.8K
+ 197.36%
N/A
26.8K $0
First Tr Exchange Traded Fd
10.9K
+ 38.15%
N/A
39.3K $0
FJAN
First Exc Trd Viii Cboe Vest U
5.07K
+ 9.3%
N/A
59.6K $0
MDLZ
Mondelez International, Inc.

Consumer Defensive
1
+ 0.02%
$63.54 - $68.5 $63.5 - $68.5
4.73K $319K
UNH
Unitedhealth Group Inc

Healthcare
247
+ 51.03%
$274.35 - $599.47 $67.8K - $148K
731 $228K
PEP
Pepsico Inc

Consumer Defensive
15
+ 0.79%
$128.02 - $151.37 $1.92K - $2.27K
1.92K $253K
CVX
Chevron Corp

Energy
5
+ 0.35%
$133.73 - $168.51 $669 - $843
1.42K $203K
Activity Summary
Buys All Purchases 134 New Holdings 26 Increased Positions 108 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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